It is time for all the latest updates in FG Funnels from the week of July 10th through July 17th, 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.

 

Conversations

Enhanced Email Sync for Outlook and Gmail

We’ve enhanced how emails sync with your CRM when you connect your personal Outlook email ID to 2-way sync.  Previously, when users connected their personal Outlook  or Gmail with 2-way sync, all emails with contacts would automatically sync to the CRM.  This allowed admins and users with contact access to view personal emails within the CRM. Going forward, emails will sync only if they involve contacts who are not system users.

 

UI Enhancements and Fixes 

There was a bug affecting  signature spacing  and missing signatures when replying to mail with other providers open in the composer. This is now fixed. There’s also notice an upgraded  version of the text editor.

 

Email Campaigns

Support for Sender Name and Preview Text in Test Emails

We have introduced support for sender names and preview texts in test emails. This enhancement allows users to preview emails more accurately before sending.

How to Use It:

1. Navigate to Email Marketing -> Templates.
2. Click on three dots to access the Test Email option
3. Key in the relevant details and send your test email

 

Communities

Enhanced GIF Support

GIFs are now more accessible and seamlessly integrated within communities, moving from simple attachments to vibrant inline content for both posts and comments. This exciting upgrade, available on both web and mobile, allows for:

• Adding a fun and dynamic touch to conversations by including GIFs directly in your posts and comments.
• Share your emotions and reactions more vividly, making every interaction more lively and engaging.
• Boost engagement with eye-catching visual content that brings your community to life!

 

Bug Fixes

Groups are now paginated on the communities-builder site, resolving the issue where some groups were not visible when the total number of active and inactive groups exceeded 50.

What’s next:

• Private channels
• Chats

 

Form & Survey Builder

Product Support of Optional Quantity Field

This new capability provides users with the flexibility to include or exclude quantity fields in their forms, offering a more customizable and user-friendly experience.

Key Features:

• Optional Quantity Fields: Users can now choose to add quantity fields to their forms. If enabled, the quantity field will be visible in the form. If disabled, it will not appear.
• Customizable Form Design: Enhance the usability and appearance of your forms by including optional quantity fields only when necessary.
• Seamless Integration: The optional quantity fields integrate smoothly with existing form elements, ensuring a consistent user experience.
• Easy Configuration: Simple settings to enable or disable quantity fields as per the requirements of each form.

How to Use:

1. Open your Form Builder.
2. Drag product element from left sidebar
3. Click on Product
4. In Right side option , click on Add Product
5. While adding a product select/deselected quantity checkbox

 

Quick Add Fields & Edit Custom Fields 

Previously, adding custom fields required multiple steps through the Add Custom Field modal. Now, with Quick Add, you can easily create custom fields by dragging and dropping them into the form.

Custom Fields which we can be draggable now:

• Radio Select
• Single and Multi Dropdown
• Checkbox
• File upload
• Single Line
• Multi line
• Textbox List
• Date picker
• Number
• Monetary

Customization Options: Customize options for dropdowns, radio buttons, and checkboxes, including file input options for file upload fields. You can set the custom field name and unique key.

Simplified Workflow: Saving the form/survey will save the custom fields, making them available across all places.

Editing Capabilities: You can edit properties of newly created or existing custom fields, such as customizing options (editing, ordering, and deleting), and file input options.

Field Locking: After saving the form/survey, the custom field name and unique key are locked. They can be edited from the custom fields section.

How Does It Work?

• Drag and Drop: Drag and drop the desired field into the form.
• Customize: Customize the options for dropdowns, radio buttons, and checkboxes, or file input options for file upload fields. Set the custom field name and unique key if needed.
• Save: Save the form/survey to save the custom fields, making them available across all places.
• Edit: Edit newly created or existing custom field properties from the custom fields section and save the form/survey.

 

Ecommerce Stores

Manual Payments

Store owners can now collect payments manually from buyers for any order. Buyers can complete checkout by selecting a manual payment method and then pay the store owner at the time of pickup or delivery using any mode of payment.

How to use it?

Manual Payment Method setup:

1. Store owners can set up manual payment methods for their e-commerce stores at: Payment > Integrations > Manual Payment Methods.
2. Initially, store owners  can choose either Cash on Delivery or create their own Custom Payment Method.
3. Once a payment method is added, Payment Instructions and Messages are optional fields during setup.
4. Store owners can enable manual payment methods for either the Order Form or E-commerce Stores. These options will appear at checkout only if enabled at this step.
5. Store owners must click Save to apply the changes.

Collect Payment flow (for manual payment method orders):

1. Post receiving the order, store owners can record collected payment at: Payment > Orders > Select the Order > “Collect Payment” CTA.
2. Store owners can collect a payment and define the Payment Mode from dropdown. Notes (optional) can be added as well.
3. Once marked as paid, transaction status will get updated along with the mode of payment.

Notes:

• A manual payment method can be set up when a payment integration is already connected in the current version.
• If a recurring product is part of the order, manual payment methods won’t show up at checkout.
• Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid, it can’t be reverted.
• If the payment method isn’t enabled for either the E-commerce stores and Order Forms, it won’t appear on the checkout page.
• Store owners can set up both Cash on Delivery and Custom Payment Method simultaneously.

 

CSV Product Import Labels 

Store owners can now bulk import products with more product details fields via CSV file. All the fields that can be imported via CSV are as following:

Inventory variables:

• Track Inventory – True/ False
• Allow out of stock purchases -True/False
• Available quantity – number
• SKU

Shipping Variables:

• Weight value – number
• Weight unit – Kg, g, lb, Oz(Non-case sensitive)
• Dimension Length – number
• Dimension Width – number
• Dimension Height – number
• Dimension unit – cm, m, in (Non-case sensitive)

Product Label:

• Enable Product label – True/ False
• Product label content
• Start date and time – ISO Format
• End date and time – ISO Format

SEO variables:

• SEO Title
• SEO Description

How to use it?

1. Store owners can import products through CSV at: Payments > Products > Import as CSV.
2. Store owners can download the sample CSV and edit it. Once a finalized CSV file can be uploaded through Click to Upload. Click on Upload & Preview button. In case errors are displayed, they can be resolved and uploaded again.
3. First product in the list can be previewed from here. Post checking, store owners can click on Import products.
4. A popup will be displayed when the products are being imported. Once the import is completed, they are visible in the Products page.

Notes:

• The Handle is now also the slug used in the SEO title, so make sure it is unique for each product you import.
• Errors will now display the exact row number where the error occurred.
• If you do not set “Include in Online Store” to TRUE, the SEO details module will not display on the product view/edit page.
• If you set “Enable Product Label” to TRUE, ensure you set the Product Label content, as it is mandatory for enabling the product label.

 

Chat Widget

UI/UX Enhancement

What’s New?

We’ve added new  customization options to  the chat widget according  placement, look, feel and more!

How Does It Work?

1. Navigate to Sites > Go to Chat Widget
2. Click on New to Create Chat Widget
3. Select the option between the SMS/Email Widget, Live Chat or WhatApp Chat
4.  Customize the look and feel with different style and theme options. There are options to select the avatar images,  placements and size of the widget.
5. Add Chat Launcher with or without prompt.
6. Select the Chat icon
7. Select the theme or customize according to your brand
8. Allow users to add a message for first time and return visitors
9. Add Avatar images
10. Select where you would like to add the widget placement
11. Widget dimension – keep it auto or customize it with width and height
12. Add Chat Window title, Intro message, allow user to enable email and change CTA button
13. Add branding and legal consent 
14. Add support contact details, acknowledgement message and greeting.

 

Documents & Contracts

Recurring Products

 Recurring products can be added to your product list in Document Builder. If a product has a set up fee associated, it will show up as a separate row item.

If  a one time product and recurring product is added together, the one time product will only be charged to the user in the first invoice.

You can also add a recurring schedule to your Document templates with capability to assign start date as the completed date of the document.

How to use it?

• Add a product list to your document
• Add recurring as well as one time products in the product list
• If a recurring product is added, add a schedule from the product list properties and set invoice sending date as document completed date or a custom date. (Enabled in templates as well)
• Once the document is completed, an invoice will be sent (recurring if at least 1 recurring product was added, One time if none was added)
• Set up fee associated with a product is shown separately in the product list.

 

Funnel & Website Builder

Entrance and Hover Animations 

We are thrilled to announce Entrance and Hover Animations for Images and Buttons! 

Key Features and Benefits

• Capture Attention: Apply captivating entrance and hover animations to your images and buttons.
• Activate on Scroll: Animations initiate when elements come into view.
• Live Preview: Experience the animations in real-time while editing your content.

Select from a wide range of animation effects tailored to your content style and audience preferences. Options include:

Entrance Animations:

• Fade: Smoothly introduce elements with a subtle fade effect.
• Slide: Animate elements sliding in from different directions for a dynamic entry.
• Bounce: Add a fun, bouncing effect to grab attention and inject energy.
• Rotate: Introduce elements with a rotating motion for a creative visual.
• Zoom: Use zoom effects for a dramatic entrance, emphasizing key information.
• Loop:  Apply continuous animation effects to keep elements moving and draw constant attention.

Hover Animations:

• Enhance interactivity by adding hover effects that trigger when users place their cursor over elements.

Seamless Integration

• User-Friendly Implementation: Easily apply animations through our intuitive interface.
• Consistent Performance: Enjoy reliable animations across all devices and screen sizes.

How to Use

1. Go to the funnel/website editor from the builder.
2. Select or add the image or button you wish to animate.
3. Navigate to the new animations tab in the style editor.
4. Pick from various entrance, hover, and loop animations such as fade, slide, bounce, rotate, and zoom.
5. View the effect directly on the builder page.
6. Save your changes and publish the page.

Note: The button effects have been relocated from the advanced tab to the animations tab. This update is backward compatible, ensuring all previous settings remain unaffected. Additionally, we’ve introduced loop animations for all existing elements, allowing continuous animation effects.

 

Payments

BNPL Payment Methods Support For Order forms And Payment links 

Buy Now Pay Later (BNPL) payment methods are now supported in Order Forms and Payment Links. This is applicable for both 1-step and 2-step order forms. The following BNPL options to their customers:

• Klarna
• Affirm
• Afterpay/Clearpay

Key Points:

• Availability: This feature is available only for businesses using Stripe as their payment provider.
• Applicable Products: BNPL options are available for one-time products only, not for recurring products.
• Benefits: Offering BNPL methods can help increase conversions by providing payment flexibility to customers.
• Order & Transaction Details: All order and transaction details will be recorded under the Payments menu, similar to credit card payments. Existing triggers for Order Submitted and Payment Received will function as usual
• This change requires migration from Stripe and would be already available for some accounts and progress for others

 

Contacts

Bulk Action Enhancements

Now, easily remove all tags from selected contacts and restore them when needed. This feature is currently live via Labs.

What’s New?

Lab Feature 1: Bulk Tags New Architecture

• Add and Remove Tags UX and Architecture Update: This update increases the reliability of adding and removing tags. Additionally, there are now stats modals for all bulk actions, providing details about which tags were added and the updated contact list. The bulk action modals have also been updated for a better user experience.
• This can be accessed by selecting multiple contacts and clicking on the bulk action for Bulk Add or Bulk Delete.
• Option to Remove All Tags: When bulk removing tags, you now have the option to remove all tags through a single bulk action.

Lab Feature 2: Bulk Tags Restore

• Restore Bulk Removal of Tags: There is now an option to restore tags that were removed in bulk, whether specific tags or all tags. This can be accessed by clicking on the kebab menu (three dots) on the right and selecting Restore.

 

Opportunities 

List View Updates

We have made some updates to the list view in opportunities by adding some highly requested columns under Manage Fields and added more sorting options.

Columns added in Manage Fields – Last Status Change Date, Last Stage Change Date, Contact Email, Contact Phone Number, Company Name and Additional Contacts (this is another feature which is Live under Labs > Additional Contacts)

Sorting options added – Stage, Status, Last Stage Change At, and Last Status Change At

Other Updates – Added information about the timezone for the Created and Updated dates

Note: This feature is currently in Settings > Labs and can disrupt custom CSS/JS changes across all your Opportunity views. Users need to get their changes done before the Live Date (tentatively 8th August 2024) to avoid any possible disruptions.